Holders over time
- LRN
- AMZN
| Quarter | LRN | AMZN |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $195bn |
| Q4 2020 | 3 holders, $31m | 65 holders, $198bn |
| Q1 2021 | 2 holders, $20m | 65 holders, $193bn |
| Q2 2021 | 1 holders, $2.5m | 66 holders, $221bn |
| Q3 2021 | 2 holders, $7.3m | 59 holders, $199bn |
| Q4 2021 | 1 holders, $2.8m | 66 holders, $209bn |
| Q1 2022 | 1 holders, $2.2m | 66 holders, $201bn |
| Q2 2022 | 3 holders, $133m | 58 holders, $125bn |
| Q3 2022 | 3 holders, $59m | 60 holders, $136bn |
| Q4 2022 | 4 holders, $44m | 56 holders, $93.6bn |
| Q1 2023 | 4 holders, $56m | 61 holders, $112bn |
| Q2 2023 | 2 holders, $48m | 64 holders, $144bn |
| Q3 2023 | 3 holders, $60m | 65 holders, $141bn |
| Q4 2023 | 7 holders, $134m | 69 holders, $172bn |
| Q1 2024 | 6 holders, $105m | 69 holders, $209bn |
| Q2 2024 | 5 holders, $93m | 70 holders, $224bn |
| Q3 2024 | 4 holders, $125m | 62 holders, $206bn |
| Q4 2024 | 9 holders, $246m | 68 holders, $250bn |
| Q1 2025 | 8 holders, $303m | 70 holders, $218bn |
| Q2 2025 | 11 holders, $460m | 71 holders, $253bn |
| Q3 2025 | 8 holders, $391m | 69 holders, $244bn |
| Q4 2025 | 9 holders, $203m | 74 holders, $280bn |
| Q1 2026 | 5 holders, $208m | 70 holders, $261bn |
| Q2 2026 | 4 holders, $218m | 72 holders, $305bn |
Stride Inc
- Holders
- 11
- Reported value
- $460m
- Buyers
- 9
- Sellers
- 2
Breadth +7 among 95 comparable managers.
Amazon Com Inc
- Holders
- 71
- Reported value
- $253bn
- Buyers
- 44
- Sellers
- 27
Breadth +17 among 95 comparable managers.
Who holds both, Q2 2025
Both (9)
Bridgewater Associates LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp
Only LRN (2)
Only AMZN (62)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, and 37 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.